Client Results

Sales Transformation: Financial

Situation:

Helped a top Financial Advisor with nearly $1 billion in Assets Under Management implement aggressive new business growth plans.

Our Approach:

This included transitioning a very tenured, “resistant to change” sales team from relationship managers to new business managers by providing a blueprint for selling excellence, training, and a coaching process and tools for senior leadership.

Results:

Comments from the President included “Flawless training. Beyond expectation. Gives us the skills & tools needed to meet our growth goals.”
Vice President, Sales & Marketing, said, “We had a lot of resistance from some of our AEs to attend. They felt it would be a waste of time. They came to me after to apologize and said it was the best training they have ever attended because of its immediate and relevant application to their selling success.”